Medallion Wealth Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Medallion Wealth Advisors’s Portfolio GRPM Stock Details GRPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$118K	–	1257
2026 Q1	$118K	Hold	1,000	–	–	0.04%	333
2025 Q4	$120K	Hold	1,000	–	–	0.04%	328
2025 Q3	$121K	Hold	1,000	–	–	0.04%	324
2025 Q2	$109K	Hold	1,000	–	–	0.04%	332
2025 Q1	$105K	Hold	1,000	–	–	0.05%	303
2024 Q4	$105K	Buy	+1,000	New	+$119K	0.05%	288

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Medallion Wealth Advisors's GRPM Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q2 2026, closing a stake of 1,000 shares — an estimated $118K sold.

Medallion Wealth Advisors first reported a position in GRPM in Q4 2024 and held it in 6 quarters. The position peaked at $121K in Q3 2025. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

Medallion Wealth Advisors reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 1,000 Invesco S&P MidCap 400 GARP ETF shares in Q2 2026, an estimated $118K.
Medallion Wealth Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $121K in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.